Elwood & Goetz Wealth Advisory Group, LLC Buys Invesco WilderHill Clean Energy ETF, Sells Schwab U.S. REIT ETF, Schwab U.S. Broad MarketETF, Schwab U.S. Small-Cap ETF

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Jan 14, 2020
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Investment company Elwood & Goetz Wealth Advisory Group, LLC (Current Portfolio) buys Invesco WilderHill Clean Energy ETF, sells Schwab U.S. REIT ETF, Schwab U.S. Broad MarketETF, Schwab U.S. Small-Cap ETF, Schwab Emerging Markets Equity ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Elwood & Goetz Wealth Advisory Group, LLC. As of 2019Q4, Elwood & Goetz Wealth Advisory Group, LLC owns 30 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of Elwood & Goetz Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elwood+%26+goetz+wealth+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Elwood & Goetz Wealth Advisory Group, LLC
  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 442,404 shares, 15.65% of the total portfolio. Shares added by 11.48%
  2. Vanguard Total International Stock (VXUS) - 342,628 shares, 13.69% of the total portfolio. Shares added by 7.15%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 155,925 shares, 12.57% of the total portfolio. Shares added by 7.42%
  4. PIMCO Total Return Active Exchange-Traded Fund (BOND) - 153,434 shares, 11.87% of the total portfolio. Shares added by 5.84%
  5. iShares Core S&P Small-Cap ETF (IJR) - 175,927 shares, 10.59% of the total portfolio. Shares added by 9.61%
New Purchase: Invesco WilderHill Clean Energy ETF (PBW)

Elwood & Goetz Wealth Advisory Group, LLC initiated holding in Invesco WilderHill Clean Energy ETF. The purchase prices were between $28.2 and $34.23, with an estimated average price of $30.66. The stock is now traded at around $37.30. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,965 shares as of .

Sold Out: Schwab U.S. REIT ETF (SCHH)

Elwood & Goetz Wealth Advisory Group, LLC sold out a holding in Schwab U.S. REIT ETF. The sale prices were between $44.47 and $48.13, with an estimated average price of $46.58.

Reduced: Schwab U.S. Broad MarketETF (SCHB)

Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab U.S. Broad MarketETF by 31.72%. The sale prices were between $68.93 and $77.15, with an estimated average price of $73.75. The stock is now traded at around $78.47. The impact to a portfolio due to this sale was -0.23%. Elwood & Goetz Wealth Advisory Group, LLC still held 8,975 shares as of .

Reduced: Schwab U.S. Small-Cap ETF (SCHA)

Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab U.S. Small-Cap ETF by 27.78%. The sale prices were between $67.26 and $76.07, with an estimated average price of $72.52. The stock is now traded at around $76.47. The impact to a portfolio due to this sale was -0.14%. Elwood & Goetz Wealth Advisory Group, LLC still held 6,368 shares as of .

Reduced: Schwab Emerging Markets Equity ETF (SCHE)

Elwood & Goetz Wealth Advisory Group, LLC reduced to a holding in Schwab Emerging Markets Equity ETF by 27.34%. The sale prices were between $24.83 and $27.51, with an estimated average price of $26.39. The stock is now traded at around $28.07. The impact to a portfolio due to this sale was -0.14%. Elwood & Goetz Wealth Advisory Group, LLC still held 18,875 shares as of .



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